We are live on ! Find out more
MCK icon

McKesson

865 hedge funds and large institutions have $19.5B invested in McKesson in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 215 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 1227 (+15)

59% more call options, than puts

Call options by funds: $204M | Put options by funds: $128M

12% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 95

0% more funds holding

Funds holding: 864865 (+1)

4.98% less ownership

Funds ownership: 86.7%81.72% (-5%)

9% less capital invested

Capital invested by funds: $21.6B → $19.5B (-$2.04B)

48% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 413

Holders
865
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.06%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.59%
New
106
Increased
215
Reduced
413
Closed
95
Calls
$204M
Puts
$128M
Net Calls
+$76M
Net Calls Change
+$78M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
376
Tower Research Capital (TRC)
New York
$1.27M +$1.36M +9,267 +5,940%
VIA
377
Vident Investment Advisory
Georgia
$1.27M +$783K +5,344 +132%
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$1.32M +9,001 New
SS
379
Simplicity Solutions
Minnesota
$1.26M -$22.9K -156 -2%
NIC
380
Northwest Investment Counselors
Oregon
$1.25M -$38.5K -263 -3%
BFG
381
Beacon Financial Group
Texas
$1.24M +$31.5K +215 +2%
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$1.22M -$1.24M -8,475 -48%
DILIC
383
Dai-ichi Life Insurance Company
Japan
$1.22M
KOCAA
384
Knights of Columbus Asset Advisors
Connecticut
$1.21M
WI
385
Wintrust Investments
Illinois
$1.21M -$125K -856 -9%
ACA
386
Atlas Capital Advisors
Wyoming
$1.19M -$39.5K -270 -3%
ISL
387
Ingalls & Snyder LLC
New York
$1.18M +$789K +5,385 +161%
UIM
388
USS Investment Management
United Kingdom
$1.16M +$1.26M +8,587 New
BWA
389
BDO Wealth Advisors
Florida
$1.16M +$289K +1,974 +30%
CT
390
Coastline Trust
Rhode Island
$1.14M -$19.8K -135 -2%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M +$208K +1,422 +20%
RIM
392
Regent Investment Management
Kentucky
$1.14M +$87.9K +600 +8%
TPCW
393
TD Private Client Wealth
New York
$1.14M +$96.7K +660 +9%
Mirae Asset Global Investments
394
Mirae Asset Global Investments
South Korea
$1.14M -$18K -123 -1%
Group One Trading
395
Group One Trading
Illinois
$1.13M -$199K -1,357 -14%
JSL
396
JT Stratford LLC
Georgia
$1.13M -$193K -1,319 -14%
WAM
397
Weatherly Asset Management
California
$1.12M -$54K -369 -4%
PVWM
398
Point View Wealth Management
New Jersey
$1.1M -$23.9K -163 -2%
KeyBank National Association
399
KeyBank National Association
Ohio
$1.1M -$354K -2,417 -23%
IA
400
IFG Advisory
Georgia
$1.08M +$110K +748 +10%

MCK Hedge Fund Activity: Q1 2020 in Review

865 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2020, worth a combined $19.5B — down 9.5% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new MCK positions and 95 closed out — a net gain of 11 holders — while 215 added to existing stakes and 413 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $427M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $315M sold.

  • 865 institutional investors held McKesson (MCK) as of Q1 2020, up from 864 in Q4 2019.
  • Funds reported $19.5B of McKesson stock for Q1 2020, down 9.5% quarter-over-quarter.
  • 106 funds opened new McKesson positions in Q1 2020 and 95 closed out, a net change of +11 holders.
  • The largest McKesson buyer in Q1 2020 was Citadel Advisors, an estimated $427M added.
  • The largest McKesson seller in Q1 2020 was Vulcan Value Partners, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2020.